For brokers and transaction coordinators

No data entry.

Paperless Pipeline AI takes your files all the way through — no typing.

ListingPendingCommissionsClosed

Trusted by 1,700+ real estate brokerages and 4.7 million closings.

3 week free trial · 9 transactions included · Free onboarding support

1,700+

Active customers

8%

Of all US real-estate transactions

$1.5T

In closed transaction volume

17 yrs

Serving brokerages

TRUSTED BY 1,700+ REAL ESTATE COMPANIES - 4.6M+ TRANSACTIONS MANAGED

RE/MAX
Century 21
Coldwell Banker
Berkshire Hathaway
United
Windermere
The real problem

Paperwork is an afterthought for agents.

They don't remember what they need. They use obscure file names. They wait until the night before closing. So the work falls to your TC, your broker, and your weekend. Paperless Pipeline puts the system between the agent and the deal — Paperless Pipeline AI can now read your contracts and automatically create transaction files

Before & after

What changes when your brokerage runs on Paperless Pipeline.

The shift is operational, not cosmetic. Here is what the same workflows look like before and after switching to Paperless Pipeline.

Before

Spreadsheets, Trello boards, and printed PDFs scattered across drives

After Paperless Pipeline

One operating system per deal — checklists, documents, deadlines, and conversations in a single view

Before

Admins chasing agents for missing forms the night before closing

After Paperless Pipeline

Required-document gates that stop a deal from moving forward until the right files are in

Before

A new office means a new tool, a new process, and a quarter of cleanup

After Paperless Pipeline

Clone settings from an existing office, import your transactions, and you're operational the same week

Before

Audit season is two weeks of overtime and a binder

After Paperless Pipeline

Be audit-ready per transaction, with a complete document review history of who reviewed what and when

Why Paperless Pipeline

Three principles, eight features, one platform.

Set it once. Run it forever.

Checklists, deadlines, and document rules apply themselves to every new transaction — so the system does the chasing, not your admins. Build a playbook once and Paperless Pipeline reuses it across every deal, every agent, and every office.

Built for the whole brokerage.

Spin up offices, teams, and roles in minutes. Each location gets its own admin, checklists, and permissions. Leadership keeps a clean, company-wide view across every transaction, every agent, every office.

Lives inside your stack.

A status change in Paperless Pipeline can push transaction data to 1,500+ apps through Zapier, so your CRM, accounting, and comms tools stay in sync. Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss are built in.

By the numbers

Trusted by brokerages nationwide.

1,700+

real estate companies

4.6M+

transactions managed

16 yrs

in live production

~30k

transactions closed last month

Connected

Connected to the tools you already run.

Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss, plus CSV transaction import and one-way calendar sync. Everything else connects through Zapier - 1,500+ apps, triggered by a transaction status change.

Native

Follow Up BossDocuSignDropbox Sign

Via Zapier

kvCOREHubSpotSalesforceQuickBooksXeroNetSuiteSlackMicrosoft TeamsSee all 1,500+
FAQ

Common questions about Paperless Pipeline.

Still curious? Talk to our team.

What is real estate transaction management software?+

Real estate transaction management software is the operating system a brokerage uses to track every deal from listing to close — checklists, deadlines, documents, compliance review, and reporting. Paperless Pipeline replaces spreadsheets, scattered drives, and bolt-on tools with one platform every role on the deal works in.

Who is Paperless Pipeline built for?+

Paperless Pipeline is built for independent brokerages, franchise offices, commercial firms, property management groups, real estate teams, and transaction coordinators who need real workflow — not just a digital filing cabinet. Customers range from solo TCs and 10-agent boutiques to multi-state operations with hundreds of agents across dozens of offices.

How long does it take to get up and running?+

Most brokerages are operational in under a week. We provide free white-glove onboarding, data migration from your existing system, and template setup. Agents typically need less than an hour of training because the interface is built around the way a deal actually moves.

Does Paperless Pipeline integrate with our CRM and accounting?+

Yes. Paperless Pipeline integrates natively with DocuSign, Dropbox Sign, and Follow Up Boss, and imports transactions by CSV. For everything else - your CRM, accounting tool, Slack, and 1,500+ other apps - Paperless Pipeline connects through Zapier. A status change in Paperless Pipeline can automatically update your CRM, create a bill in QuickBooks, or send a Slack message through that connection.

How is pricing structured?+

Paperless Pipeline is priced per transaction, not per user - so adding agents never raises your bill. Plans start at $69/month with no setup fees, no contracts, and no charge for free monthly backups or unlimited storage.

Is our data secure?+

Paperless Pipeline keeps a complete document review history of who reviewed what and when, with granular per-user permissions so each role sees only what it should. Free monthly backups are included, downloadable in an open, vendor-neutral format so your data is always yours.

Try it with a real deal of your own.

Spin up a transaction with dummy data and walk through your real workflow. Nothing goes live, and you can't break it.

3 week free trial · 9 transactions included · Free onboarding support